GREAT LAKES ADVISORS, LLC VINIX VANGUARD INSTITUTIONAL INDEX

Ownership history in GREAT LAKES ADVISORS, LLC  ·  31 quarters on record

AI Ownership Summary

GREAT LAKES ADVISORS, LLC reported VANGUARD INSTITUTIONAL INDEX (VINIX) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows VINIX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VINIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT LAKES ADVISORS, LLC's position in VANGUARD INSTITUTIONAL INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VINIX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GREAT LAKES ADVISORS, LLC held VINIX — position size vs. price
% of Fund (quarterly)    VINIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,863 -318 -1.4% 0.10% $12.1M 2026-02-14 (Est.) $546.35
2025 Q3 REDUCED 22,181 -162 -0.7% 0.10% $12.1M 2025-11-03 $545.70
2025 Q2 ADDED 22,343 +7,591 +51.5% 0.09% $11.3M 2025-08-11 $506.23
2025 Q1 ADDED 14,752 +2,027 +15.9% 0.06% $6.7M 2025-05-16 $471.98
2024 Q4 REDUCED 12,725 -69 -0.5% 0.05% $6.1M 2025-02-10 $478.72
2024 Q3 UNCHANGED 12,794 0% 0.05% $6.1M 2024-11-04 $449.35
2024 Q2 UNCHANGED 12,794 0% 0.05% $5.7M 2024-08-06 $410.83
2024 Q1 UNCHANGED 12,794 0% 0.05% $5.5M 2024-05-08 $405.36
2023 Q4 UNCHANGED 12,794 0% 0.05% $5.0M 2024-02-08 $389.24
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VINIX

As of 2026 Q1 — sorted by position size

FULTON BANK, N.A. 3Y 7Y 6.95% FIRST MERCHANTS CORP 3Y 7Y 0.03%

FAQ About GREAT LAKES ADVISORS, LLC and VINIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREAT LAKES ADVISORS, LLC reported owning VINIX?

GREAT LAKES ADVISORS, LLC reported VINIX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VINIX position in GREAT LAKES ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VINIX was 0.10% in 2025 Q3.

What is the latest reported VINIX position on this page?

The most recent filing on this page is 2025 Q4, when GREAT LAKES ADVISORS, LLC reported 21,863 shares, equal to 0.10% of portfolio, with an estimated market value of $12.1M.

What does the chart on this VINIX ownership page compare?

The chart compares GREAT LAKES ADVISORS, LLC's quarterly VINIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREAT LAKES ADVISORS, LLC time their VINIX position?

Based on 13F filing dates vs. subsequent VINIX price moves, GREAT LAKES ADVISORS, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on VINIX relative to SPY over the holding period was +0.3%.

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